+18.5%
HAS vs EVRG
+20.9%
-2.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | -2.5% |
| 7D | -3.1% | +0.9% | -4.0% | -3.2% |
| 30D | -2.7% | -0.5% | -2.2% | -2.6% |
| 3M | +8.9% | +1.5% | +7.4% | +8.4% |
| 6M | -2.9% | +1.2% | -4.1% | -3.6% |
| YTD | +12.6% | +16.3% | -3.7% | +10.6% |
| All | +18.5% | +20.9% | -2.3% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded EVRG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling